Lindy Chan
Lindy Chan is a CFP-designated registered investment advisor at Vibrance Wealth Management LLC, based in Cupertino, CA, with 17 years of industry experience. Lindy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 2.28% |
| $500K - $1.0M | 1.78% |
| $1.0M - $5.0M | 1.53% |
| $5M+ | 1.28% |
Total fee includes a sub-advisor fee of 0.28%. Fees are billed monthly in advance and are negotiable based on relationship history, asset type, and account size.
Fee Estimator
Location
19656 Stevens Creek Blvd., Cupertino, CA, 95014
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Lindy is a licensed insurance agent since 2008 and may offer insurance products to clients, which presents a conflict of interest. She dedicates about 10-20% of her time to this activity.
Employment History
Current Registrations
Vibrance Wealth Management LLC
Previous Registrations
Centric Advisors, LLC
Sierra Pacific Financial Advisors
Wells Fargo Clearing Services, LLCBroker
Wells Fargo Clearing Services, LLC
Hsbc Securities (USA) INC.
Hsbc Securities (USA) INC.Broker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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